Guided Capital Wealth Management, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Guided Capital Wealth Management, LLC

  • $117 Billion
  • Q3 2025
Number of Shares
45,540
Previous 37,595 21.13%
Holding current value
$4.19 Billion
Previous $3.18 Billion 31.9%
% of portfolio
3.59%
Previous 2.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
BUY
N/A
7,945 Added 21.13%
45,540 $4.19 Billion
Q2 2025

Jul 10, 2025
SELL
N/A
-469 Reduced 1.23%
37,595 $3.18 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
38,064 New
38,064 $2.56 Billion
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